Table of Contents
Use Tax Accrual Setup
Setup Checklist
Helpful links
Use Tax Accrual Setup
Setup Checklist
Install DynamicZip.
Enter your
Registration Keys
for DynamicZip (
NOTE:
This step is not required for
Demo Mode
)
Open the
DynamicZip Setup window
to configure the desired
Payables Transaction Entry Settings
.
If you are using your own
Tax Schedule
s and
Tax Detail
s, then please skip steps 5-7.
If you are subscribed to a
rate & boundary database
, then you can create your tax schedules and details by
importing the rate & boundary database
.
Assign desired general ledger posting accounts to the tax details
.
Open the
DZ Assign Vendor Tax Schedules window
to assign tax schedules to your existing vendors.
Specify the
Default Tax Schedule ID
.
Helpful links
About
Use Tax Accrual
How & where DynamicZip accrues tax:
Payables Transaction Entry
and
Purchase Order Processing
.
To learn about which Posting Accounts are used for credits and debits, please see
Charge Tax Expense
.
Need to change the posting account for multiple tax details? Please see the
DZ Set Posting Accounts window
.
Need to modify tax schedules and details? Please see the
DZ Modify Tax Schedules window
and
DZ Modify Tax Details window
.
If you are using Project Accounting, then please see:
POP Project Accounting FAQ
Project Accounting Tax Engine
Checklists